CONNECT WITH US
NEWS TAGGED GROWTH
Friday 4 September 2026
Chunghwa Precision Test sees ASIC revenue overtaking GPU by 2027
Chunghwa Precision Test Technology said demand for AI and high-performance computing (HPC) is driving a surge in advanced testing interface business, while ASIC revenue is set to grow...
Friday 4 September 2026
Lite-On makes US$170 million strategic investment in DCX for AI cooling push
Lite-On Technology announced a strategic investment in Polish liquid cooling solutions provider DCX Polska, also known as DCX Liquid Cooling Systems. The deal will give Lite-On approximately...
Friday 4 September 2026
India tablet market grows as business demand shifts toward premium devices
India's tablet market posted modest growth in the second quarter of 2026, a sign that enterprise demand and higher-spec devices are gaining importance for buyers worldwide. The shift...
Friday 4 September 2026
Kyocera completes Nagasaki plant for semiconductor ceramics and packages
Kyocera held a ceremony on September 1 to mark the completion of its Nagasaki Isahaya Plant in Kuremo-machi, Isahaya, Nagasaki. The company says the new manufacturing site will anchor...
Friday 4 September 2026
Sumitomo Chemical starts mass production of 4-inch InP wafers for AI data centers
Sumitomo Chemical has started mass production and sales of indium phosphide (InP) epitaxial wafers, a core material for optical semiconductors used in next-generation data centers...
Friday 4 September 2026
India PC shipments rise as channel buying lifts second quarter sales
India's PC market grew steadily in the second quarter of 2026, but the gain appears to reflect stocking by retailers, businesses, and distributors as much as end-user demand. The trend...
Friday 4 September 2026
China's GPU makers found scale as profit came from elsewhere
China's domestic GPU industry crossed a commercial threshold in the first half of 2026, but the interim filings of its six listed players show that revenue growth and earnings power...
Friday 4 September 2026
Acer wowed IFA with AI, gaming hardware
As Acer marks its 50th anniversary in 2026, Chairman and CEO Jason Chen said at the company's next@acer global press event during IFA in Berlin, Germany, that the PC maker's four future...
Friday 4 September 2026
Nanya, ESMT hit record August revenue on higher contract prices
Memory chip makers continue to post sequential revenue gains, with Nanya Technology and Elite Semiconductor Microelectronics Technology (ESMT) both reporting record consolidated revenue...
Thursday 3 September 2026
Infineon sees AI data centers, physical AI as growth drivers
Infineon said the rapid buildout of AI data centers and emerging Physical AI applications could reshape semiconductor demand worldwide. The shift signals higher infrastructure spending,...
Thursday 3 September 2026
Microsoft unveils two-segment reporting structure, standalone Azure financials
Microsoft has unveiled its consolidation of its operating segments from three down to two: Agents and Infra alongside Devices and Consumer. The tech giant also announced plans to disclose...
Thursday 3 September 2026
HPE's constraint has shifted from demand to memory
Hewlett Packard Enterprise's fiscal third-quarter results, reported on September 2, are the point at which the Juniper Networks deal and the enterprise AI cycle stopped being a cost...
Thursday 3 September 2026
Auras sees ASIC revenue reaching 50% in 2027, eyes microchannel cooling production in 2028
Cooling specialist Auras Technology is expanding from GPU platforms to ASIC-related products as its next growth driver, amid the ongoing shift toward liquid cooling in AI servers,...
Thursday 3 September 2026
Analysis: India's fast-growing FWA market may widen, but suppliers still face margin pressure
India's fixed wireless access (FWA) market is expanding quickly as 5G rollouts accelerate and policymakers push local manufacturing, but Taiwanese networking suppliers say the opportunity...
Wednesday 2 September 2026
Energy and water: How to tackle the fab resource crunch
As artificial intelligence demand drives astronomical growth in advanced chip manufacturing, the semiconductor industry is hitting critical resource bottlenecks. Speaking at SEMICON...